Independent Financial Representative

**Work with Us**

At Envest Our company's vision is to provide a holistic view of personal and professional financial advice for organizations and people long term. This vision includes providing options and key solutions that are otherwise missed by typical professionals. As an established professional organization, it is our mission to continuously develop a team of world class professionals who are able to provide strategic growth and opportunities for the communities in which they serve unlike any other.

This is a one-of-a-kind exclusive position where you will step into a leadership role training New Financial Representatives who are in the licensing phase. You will be provided with a team of trainees and will be responsible for supporting, attending and closing business during training appointments booked on behalf of the trainee.

**Job Title**

Independent Financial Representative - Certified Field Trainer

**What will you do?**
- Train New Financial Representatives in Training complete and close business through training appointments booked
- Connect with clients through the discovery process and help them through life events and potential roadblocks to success
- Work with a client needs first mentality inside a digital platform or through physical meetings
- Develop and deepen client relationships with the use of Envest’s CRM Tools and other Envest electronic forms
- Complete and execute on your annual training goals
- Increase referral base business for New Financial Representatives in Training to help increase business opportunities
- Execute on Envest’s Vision and Mission and uphold all company values

**What do you need to succeed?**

**Must have**
- Leadership attributes
- Business development and prospecting skills
- Goal Orientated and Self Driven
- Has a Strong Sales or Customer Service Orientation
- Hold a Valid Life/A&S License (HLLQP/LLQP)
- 1-2+ years of experience in the Insurance Industry
- Experience with Digital Platforms and Video Conferencing Tools
- Personal Laptop with Webcam and Cell Phone

**What’s in it for you?**
- The resources and support you require to develop into a highly successful professional in the Financial Services Industry
- A comprehensive compensation package, bonuses and profit-sharing opportunities
- Outstanding training programs and opportunities for career development
- Remote Work From Home
- Part time or Full Time Working Hours

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Certified Field Training Team. As an accredited Life Insurance Representative (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new client acquisitions. Alongside your own prospecting and networking activity, you are fully supported by Envest Leadership who work to drive your client sales acquisitions and long-term relationships through effective discovery processes and honest sales practices.

**Inclusion and Equal Opportunity Employment**

At Envest, we embrace diversity and inclusion to create a wholistic company culture. We are committed to building inclusive teams and an equitable workplace for our employees and independent representatives to allow for openness and diversity.

**Job Type**: Freelance

**Salary**: Up to $187,512.48 per year

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Bonus pay
- Commission pay

**Experience**:

- Financial services (required)

Work Location: Remote